Job Description

Description We are looking for an experienced Bookkeeper to join our team in Danville, California. The ideal candidate will play a crucial role in managing financial tasks for high-net-worth clients, ensuring accuracy, confidentiality, and exceptional customer service. This position offers a friendly office environment with the potential for remote work after an initial in-office period. Responsibilities: - Manage client bill payments and oversee all related financial processes. - Record and categorize transactions accurately in Quicken, including customized client reporting. - Prepare and complete monthly bank reconciliations and financial reports. - Communicate directly with client vendors (e.g., utilities, home services) to ensure timely payments and issue resolution. - Monitor client account cash flow and coordinate funding as needed. - Deliver personalized client support, including move coordination, utility setup, detailed reporting, charge dispute research, and collaboration with insurance brokers. Requirements - Proficient in Quicken (preferred) or QuickBooks Desktop for financial management and reporting. - Skilled in Microsoft Office Suite, including Excel, Word, and Outlook. - Prior experience in personal home office management, property management, or as a personal/executive assistant. - Exceptional organizational skills, with the ability to manage emails, files, and follow-up communications efficiently. - Strong time management skills, capable of self-scheduling, tracking details, following up, and meeting deadlines. - Demonstrated discretion and professionalism in handling confidential client information. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Job Tags

Permanent employment, Contract work, Temporary work, Work at office, Remote work, Home office,

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